+67.0%
CVE vs WWD
+17.1%
+49.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.0% | +3.2% | -3.8% |
| 7D | -14.1% | -2.6% | -11.5% | -14.2% |
| 30D | -11.6% | -7.7% | -3.9% | -12.7% |
| 3M | 0.0% | -17.7% | +17.8% | -3.2% |
| 6M | -8.4% | -15.9% | +7.5% | -11.1% |
| YTD | +65.9% | +1.8% | +64.1% | +62.7% |
| All | +67.0% | +17.1% | +49.9% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling